Once you are familiar with task management, we’ve created a feature that expands this allowing for you to also create Task Templates that trigger once the records meet a certain condition such as a change of status. Let’s walk through how to access this feature: 1. How to access Task Template Wizard First, from your …
You may have noticed when working with the Investment Dominator of a new section that is now available. Directly under the import your land section You will see Pending Imports This will now allow you to review each .csv file you submit into the Investment Dominator as well as giving you a Status and Progress …
There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records. Lets first identify what we are trying to accomplish Update records Create a …
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to DocuSign, but first, let’s …
Zapier: How To Connect The Investment Dominator To DocuSign Read More »
First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported. How do you manage a large number of prospect records …
How To Select A Sub-Set of Prospect Records For Printing Read More »
If you’ve created Custom Statuses in the system then chances are you would also like to re-order your status such that they make sense in your new customized Deal Flow. By default, new statuses will display at the bottom of the Status selection list. But you can change the order of your statuses (both default …
Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …
Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …
A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses. The default Stages/Statuses of Land Deals… Denotes a Stage Denotes a Status belonging to that Stage All In-Process All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’ Prospects Prospect Mailed Letter 1 …
One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status. By default, each new record is put into the ‘Prospect’ status. While you can bulk update records after a mailing, you can manually change the …
How to Change the Status of the Property (for Land Investing) Read More »
One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status. By default, each new record is put into the ‘Prospect‘ status. While you can bulk update records after a mailing, you can manually change the …
How to Change the Status of the Property (for House Investing) Read More »
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